Upland Software
Upland Software is a publicly traded, Austin-based enterprise SaaS company offering 20+ cloud products spanning AI-powered knowledge management, contact center integration, content lifecycle automation, and project management, serving approximately 1,100 enterprise customers in regulated and media industries globally.
- Company typePublic
- Founded2010
- HeadquartersAustin, United States
- Headcount1,001–5,000
- GTM typeB2B
- OfferingSoftware
What Upland Software does
Upland Software (NASDAQ: UPLD) is a publicly traded, Austin-based enterprise software company founded in 2010 by Jack McDonald. It operates a portfolio of 20+ cloud software products organized across seven solution categories: Audience Engagement (Adestra, Second Street), Contact Center & Customer Service (InGenius, Panviva, RightAnswers), Content Lifecycle Automation (AccuRoute, BA Insight, FileBound, Intelligent Capture, InterFAX, Objectif Lune, Qvidian), IT and Supply Chain Management (Cimpl, ComSci, Ultriva), Knowledge Management (BA Insight, Panviva, RightAnswers), Project Management (Eclipse PPM, PowerSteering, PSA), and Sales Productivity (Kapost, Qvidian, RO Innovation). The portfolio was assembled primarily through acquisition beginning with its 2014 NASDAQ IPO and includes Panviva (2021), Objectif Lune (2022), and BA Insight (2022) among the more recent deals.
The company's underlying technology centers on AI-augmented knowledge management, document automation, contact center integration, and workflow optimization delivered through multi-tenant SaaS architecture. Differentiated technical capabilities include hybrid RAG + LLM conversational search (Panviva Sidekick), Knowledge Graphs with Agentic RAG (BA Insight), generative AI for RFP automation (Qvidian), computer-telephony integration bridging CRM and phone systems (InGenius), and AI-driven document capture with OCR (AccuRoute, Intelligent Capture). Upland serves approximately 1,100+ enterprise customers and 10,000+ total companies across healthcare, financial services, telecommunications, manufacturing, media/publishing, and utilities, with documented deployments at Nestlé, Dell, HP, BT, Telstra, Westpac, Mass General Brigham, GE HealthCare, Renault, and Penguin Random House.
Upland's revenue model is predominantly subscription-based recurring SaaS, supplemented by professional services for enterprise implementations. Pricing is custom quote-based with annual billing, targeting enterprise and mid-market segments through direct field sales and inside sales motions, with limited product-led growth via InterFAX self-serve trials and BA Insight distribution through AWS Marketplace. Q1 2026 revenue was $48.7M (down 24% YoY) following 2025 divestitures, with FY2026 guidance of $192.5M-$201.5M and adjusted EBITDA margins of 26-31%. Sean Nathaniel succeeded founder Jack McDonald as CEO effective May 1, 2026, the company refinanced $240M of debt with Sound Point Capital in July 2025, and executed a 1-for-10 reverse stock split in June 2026 to maintain Nasdaq listing compliance.
Upland Software firmographics
Firmographics- Name
- Upland Software
- Legal name
- Upland Software, Inc.
- Website
- https://uplandsoftware.com
- Company type
- Public
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Short description
- Upland Software is a publicly traded, Austin-based enterprise SaaS company offering 20+ cloud products spanning AI-powered knowledge management, contact center integration, content lifecycle automation, and project management, serving approximately 1,100 enterprise customers in regulated and media industries globally.
- Ownership category
- akta.pro rank
Upland Software industry classification
Industry- Product category
- Enterprise Cloud Software
- NAICS
- Software Publishers (513210), Computer Systems Design and Related Services (5415)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Marketing Automation Platforms & Services (BPAFAFAC)
- akta.pro secondary industries
- Document Creation & Office Suites (BPAMAMAD), Software/Application Support (SaaS, Enterprise Apps) (BPAAACAC), Industry/Vertical Cloud Platforms (e.g., Gov/Healthcare/Financial Cloud Regions) (HDABAAAL)
Keywords
Where Upland Software is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Upland Software business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription-based SaaS Revenue: Upland Software generates recurring subscription revenue from its portfolio of 20+ cloud software products. Customers pay recurring subscription fees for access to platforms including knowledge management (Panviva, RightAnswers, BA Insight), contact center solutions (InGenius), content automation (AccuRoute, FileBound, Objectif Lune), project management (Eclipse PPM, PowerSteering, PSA), sales productivity (Qvidian, Kapost, RO Innovation), and audience engagement (Adestra, Second Street). Revenue declined approximately 24% year-over-year due to divestitures completed in 2025.
- Professional Services: Implementation, training, and consulting services supporting enterprise deployments of Upland's software products.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise pricing - custom quote-based pricing |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels9 records
Upland Software product offering
Product offeringCore offering
Upland Software develops and sells a portfolio of 20+ cloud-based enterprise software products that help businesses manage knowledge, automate content workflows, and improve contact center operations. Core offerings span AI-powered knowledge management (Panviva, RightAnswers, BA Insight), computer telephony integration (InGenius), document capture and workflow automation (AccuRoute, FileBound, Objectif Lune, InterFAX), email and audience engagement (Adestra, Second Street), RFP/proposal automation (Qvidian, Kapost, RO Innovation), project portfolio management (Eclipse PPM, PowerSteering, PSA), and IT financial management (Cimpl, ComSci, Ultriva). Customers subscribe to these products primarily on annual or multi-year contracts.
Product overview
Upland Software is a cloud-based enterprise software provider offering a comprehensive portfolio of 20+ AI-powered products organized into seven solution categories: Audience Engagement (Adestra, Second Street), Contact Center & Customer Service (InGenius, Panviva, RightAnswers), Content Lifecycle Automation (AccuRoute, BA Insight, FileBound, Intelligent Capture, InterFAX, Objectif Lune, Qvidian), IT and Supply Chain Management (Cimpl, ComSci, Ultriva), Knowledge Management (BA Insight, Panviva, RightAnswers), Project Management (Eclipse PPM, PowerSteering, PSA), and Sales Productivity (Kapost, Qvidian, RO Innovation). The platform serves over 1,100 enterprise customers across diverse industries including healthcare, financial services, media/publishing, and manufacturing, with a focus on AI-powered knowledge management and content automation solutions.
Differentiator
Problem solved
Functional benefit
Brands
- Adestra: Email-centric customer engagement platform for media, publishing, and enterprise organizations
- Second Street
- InGenius
- Panviva
- RightAnswers
- AccuRoute
- BA Insight
- FileBound
- Intelligent Capture
- InterFAX
- Objectif Lune
- Qvidian
- Cimpl
- ComSci
- Ultriva
- Eclipse PPM
- PowerSteering
- PSA
- Kapost
- RO Innovation
- Panviva Sidekick
- Upland BA Insight Platform
Products and services
- Adestra
Quantifiable outcome
- 75% reduction in training time
- +13 more outcomes
Companies that use Upland Software
Customer profileNamed customers28 records
Segments8 records
Ideal customer profiles4 records
Upland Software technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration29 records
AI capability9 records
Feature8 records
Upland Software partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core.
- Amazon Web Services (AWS)coreUpland BA Insight Platform was launched with native Amazon Q Business integration and made available in AWS Marketplace, enabling enterprise customers to deploy AI-powered search capabilities through their AWS infrastructure. The collaboration delivers intelligent, secure, and scalable AI-driven search solutions across enterprise content sources.
- AWS MarketplacecoreBA Insight Platform is available in AWS Marketplace, allowing customers to discover, purchase, and deploy the enterprise search solution directly through AWS.
- SalesforcecorePanviva integrates with Salesforce for contextual guidance within the CRM. InGenius provides CTI integration with Salesforce Service Cloud, Sales Cloud, Financial Services Cloud, and Salesforce Service Cloud Voice with BYOT capabilities.
- MicrosoftcorePanviva integrates with Microsoft Teams and Microsoft Power Platform. InGenius provides CTI integration with Microsoft Dynamics 365 CRM including Sales Hub, Customer Service Hub, and Connected Field Service.
- GenesyscoreInGenius provides CTI integration with Genesys Engage and Genesys Cloud (Voice and BYOC Cloud). InGenius is the only CTI solution that integrates Salesforce Service Cloud Voice with Genesys Engage.
- CiscocoreInGenius provides CTI integration with Cisco phone systems including UCCE, UCCX, PCCE, and UCM (Call Manager).
- AvayacoreInGenius provides CTI integration with Avaya Aura CM (Communications Manager) and Aura Call Center Elite.
- ServiceNowcoreInGenius provides CTI integration with ServiceNow Next Experience, Agent Workspace, HR Agent Workspace, and CSM Configurable Workspace.
Scale indicators9 records
Recent moves8 records
Expansion highlights6 records
Upland Software competitors and assessment
Company assessmentDirect peers
- eGain Corporation: Pure-play AI knowledge management platform for customer service and contact centers, with deep regulated-industry deployments. Closest direct competitor to Upland's Panviva and RightAnswers in compliance-driven knowledge management for healthcare, financial services, and utilities.
- Verint Systems: Workforce engagement and knowledge management vendor serving large enterprise contact centers. Comparable to Upland's contact center suite (InGenius, RightAnswers, Panviva) in target buyer (CCOps leaders) and emphasis on regulated-industry compliance.
- Genesys: Major contact center platform with cloud and on-premises offerings. Comparable to Upland's InGenius (CTI integration with Genesys Engage and Cloud) and competes with Upland's contact center knowledge management for the same enterprise buyers.
- Zendesk: Customer service and helpdesk SaaS with AI-powered knowledge base and agent assistance. Direct overlap with Upland's RightAnswers and Panviva for mid-market and enterprise customer service teams, though more horizontal and less regulated-industry focused.
- Five9: Cloud contact center as a service provider with deep CRM integrations. Comparable to Upland's InGenius in telephony-CRM connectivity and overlaps with Panviva in contact center knowledge delivery for regulated verticals.
- NICE: Enterprise contact center analytics, workforce engagement, and AI solutions. Comparable to Upland's contact center product family and competes for similar regulated-industry CX budgets.
Broad incumbents
- ServiceNow: Enterprise service management platform that Upland's InGenius integrates with (Next Experience, Agent Workspace). ServiceNow's broader IT service management and customer service offerings compete with Upland's contact center and IT expense management portfolio at the enterprise level.
- Salesforce: Dominant CRM platform that integrates deeply with Upland (InGenius, Panviva, Adestra). Salesforce's Service Cloud, Marketing Cloud, and Einstein AI compete with multiple Upland products for enterprise customer engagement budgets.
- HubSpot: Broad marketing automation and CRM platform. Comparable to Upland's Adestra (email marketing), Kapost (content operations), and Second Street (audience engagement) in targeting B2B and media marketing teams.
Emerging players
- Loopio: RFP response and proposal management platform. Direct competitor to Upland's Qvidian, focused on enterprise sales teams, with strong CRM integrations and a more modern product UX.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Upland Software social profiles
Digital presenceUpland Software financial estimates
Financial estimateRevenue estimate
Valuation estimate
Upland Software leadership team
Management profileNumber of profiles
Profiles9 records
Upland Software subsidiaries and ownership
Company hierarchySubsidiaries21 records
Upland Software funding detail
Funding detailFunding overview
Funding rounds7 records
Investors12 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Upland Software M&A and investment
M&A and investmentM&A30 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Upland Software
What does Upland Software do?
Upland Software develops and sells a portfolio of 20+ cloud-based enterprise software products that help businesses manage knowledge, automate content workflows, and improve contact center operations. Core offerings span AI-powered knowledge management (Panviva, RightAnswers, BA Insight), computer telephony integration (InGenius), document capture and workflow automation (AccuRoute, FileBound, Objectif Lune, InterFAX), email and audience engagement (Adestra, Second Street), RFP/proposal automation (Qvidian, Kapost, RO Innovation), project portfolio management (Eclipse PPM, PowerSteering, PSA), and IT financial management (Cimpl, ComSci, Ultriva). Customers subscribe to these products primarily on annual or multi-year contracts.
Is Upland Software a public or private company?
Upland Software is a public company. It is classified as public and is currently operating.
When was Upland Software founded?
Upland Software was founded in 2010. It employs 1,001 to 5,000 people.
Where is Upland Software based?
Upland Software is headquartered in Austin, United States, in the North America region.
How does Upland Software make money?
Two revenue lines are on record. Subscription-based SaaS Revenue is the primary driver. The others are professional Services.
Who are Upland Software's main competitors?
Direct peers on record are eGain Corporation, Verint Systems, Genesys, Zendesk, Five9 and NICE. Broad incumbents are ServiceNow, Salesforce and HubSpot. Loopio is listed as an emerging player.
Does Upland Software have an API?
No public API is recorded for Upland Software.
What industry is Upland Software in?
Upland Software's product category is Enterprise Cloud Software. Its primary akta.pro industry code is BPAFAFAC, Marketing Automation Platforms & Services, with a secondary code of BPAMAMAD, Document Creation & Office Suites. Its NAICS code is 513210 and its SIC code is 7372.